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Markel Group

850 hedge funds and large institutions have $19.1B invested in Markel Group in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 273 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $101M | Put options by funds: $68M

46% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 61

11% more capital invested

Capital invested by funds: $17.2B → $19.1B (+$1.86B)

2% more funds holding

Funds holding: 830850 (+20)

2% more funds holding in top 10

Funds holding in top 10: 4445 (+1)

2.16% more ownership

Funds ownership: 77.69%79.85% (+2.2%)

11% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 306

Holders
850
Holders Change
+20
Holders Change %
+2.41%
% of All Funds
11.4%
Holding in Top 10
45
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.27%
% of All Funds
0.6%
New
89
Increased
273
Reduced
306
Closed
61
Calls
$101M
Puts
$68M
Net Calls
+$32.9M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
Evercore Wealth Management
New York
$380K
TDC
577
Thompson Davis & Co
Virginia
$376K -$27.6K -15 -7%
EOJOAM
578
E. Ohman J:or Asset Management
Sweden
$374K
MA
579
MCF Advisors
Kentucky
$374K
PCM
580
Parsons Capital Management
Rhode Island
$374K
SC
581
Saybrook Capital
North Carolina
$374K
RBI
582
Raiffeisen Bank International
Austria
$373K +$370K +201 New
Vontobel Holding
583
Vontobel Holding
Switzerland
$372K +$366K +199 New
AC
584
Allstate Corporation
Illinois
$365K -$429K -233 -54%
HWA
585
Heartwood Wealth Advisors
Virginia
$363K -$1.84K -1 -0.5%
GWM
586
Geneos Wealth Management
Colorado
$363K +$215K +117 +152%
IP
587
Isthmus Partners
Wisconsin
$361K -$42.3K -23 -11%
CIA
588
Choate Investment Advisors
Massachusetts
$361K
FGWP
589
Founders Grove Wealth Partners
Virginia
$361K
ACG
590
Allen Capital Group
Nebraska
$359K +$25.8K +14 +8%
Kovitz Investment Group Partners
591
Kovitz Investment Group Partners
Illinois
$357K -$58.9K -32 -14%
JHCP
592
Jackson Hole Capital Partners
Oklahoma
$355K
SL
593
Salomon & Ludwin
Virginia
$355K
HCM
594
Howland Capital Management
Massachusetts
$353K
HTC
595
Haverford Trust Company
Pennsylvania
$353K -$193K -105 -36%
XT
596
XTX Topco
Cayman Islands
$353K -$169K -92 -33%
MW
597
Marcum Wealth
Ohio
$351K -$5.52K -3 -2%
QI
598
Qtron Investments
Massachusetts
$351K
EWA
599
EP Wealth Advisors
California
$351K +$18.4K +10 +6%
IWC
600
Integrated Wealth Concepts
Massachusetts
$348K -$140K -76 -29%

MKL Hedge Fund Activity: Q1 2025 in Review

850 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2025, worth a combined $19.1B — up 11% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new MKL positions and 61 closed out — a net gain of 28 holders — while 273 added to existing stakes and 306 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $352M. The largest seller was Morgan Stanley, cutting an estimated $64.3M.

  • 850 institutional investors held Markel Group (MKL) as of Q1 2025, up from 830 in Q4 2024.
  • Funds reported $19.1B of Markel Group stock for Q1 2025, up 11% quarter-over-quarter.
  • 89 funds opened new Markel Group positions in Q1 2025 and 61 closed out, a net change of +28 holders.
  • The largest Markel Group buyer in Q1 2025 was Select Equity Group, an estimated $352M added.
  • The largest Markel Group seller in Q1 2025 was Morgan Stanley, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2025.